Institutional / team licensing
Multi-seat publication licensing for RIAs, family offices and research teams: the same research and data, shared across your team, with commercial & redistribution rights, data export and dedicated onboarding. Every subscriber sees the same content — Institutional grants more seats and access, never different or personalized content.
Masterfolio is a research publication and tool; all subscribers receive the same content. We do not provide personalized advice on any specific client or portfolio and are not an investment adviser. The inquiry below is for publication licensing, not investment advice.